# Jay Polson

> Jay Polson is a fee-only financial advisor at Polson Wealth Management in Des Moines, Iowa. Jay focuses on retirement planning and sustainable & impact investing. Polson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jay-polson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Polson Wealth Management
- **Based in:** Des Moines, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $139.2M across 400 accounts
- **Specialties:** Retirement planning, Sustainable & impact investing
- **Works with:** Retirees, Founders
- **CRD:** 4700087 (https://adviserinfo.sec.gov/individual/summary/4700087)
- **SEC registration:** Investment adviser representative in IA, TX
- **Exams passed:** Series 63 (2003), Series 66 (2012)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.polsonwealth.com

## Frequently asked questions

### Is Jay Polson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Polson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jay charge for financial advice?

Jay's firm, Polson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jay Polson based?

Jay Polson is based in Des Moines, Iowa.

### What does Jay specialize in?

Jay's specialties include retirement planning and sustainable & impact investing. Jay works with retirees and founders.

### Is Jay Polson registered with the SEC?

Yes. Jay Polson is registered as an investment adviser representative in IA and TX (CRD 4700087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Polson Wealth Management manage?

Polson Wealth Management reports $139.2M across 400 accounts in assets under management.

### How do I contact Jay Polson?

Through Jay's website, www.polsonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4700087): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://polsonwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.